First National Capital Corporation · 4 days ago
Transaction and Document Coordinator (Equipment Finance)
Irvine, CA
Full-time
Onsite
Entry Level
$55K/yr - $70K/yr
2+ years expFirst National Capital Corporation is a provider of private-credit solutions for mid-sized and large companies. They are hiring entry-level documentation professionals to support the Documentation team, focusing on commercial lease and loan documentation and essential administrative tasks.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Assist with commercial equipment lease and loan documentation throughout the transaction lifecycle
Prepare documentation for lease and loan transactions in accordance with company standard operating procedures
Log new transactions upon receipt of Letter of Intent and deposit
Communicate effectively with sales, syndication, and external parties to gather information required for accurate documentation
Ensure documents are properly executed and files are maintained in an organized, complete manner
Keep deal-specific notes and status updated in CRM systems
Prepare and file UCC Financing Statements
Order and review UCC lien searches, identifying conflicts and potential issues
Obtain non-interest letters, release letters, and subordination agreements from lienholders
Review UCC Financing Statements and company status changes; take necessary action
Coordinate with Documentation Specialists and Administrators on complex lien situations
Request and review insurance certificates for accuracy and completeness
Monitor and track insurance certificate renewals
Coordinate equipment titling process with third-party services
Ensure proper documentation of insured assets and title perfection
Enter vendor invoices into tracking systems
Verify wire instructions and confirm payment amounts
Track vendor payments and notify clients/vendors when disbursements are completed
Reconcile vendor invoices and proof of payments as applicable
Maintain organized tracking systems for payment status
Input and update transaction data in LeasePlus and Salesforce throughout the deal lifecycle
Maintain effective processes to ensure follow-up items are received and cleared promptly
Interface with accounting and other departments to gather lease/loan transaction information
Track and resolve pre-funding and post-funding documentation exceptions
Provide favorable customer service by professionally resolving client and vendor issues
Qualification
Required
2+ years related work experience in similar capacity and/or the equipment leasing and finance industry
High school diploma or equivalent (Bachelor's degree or equivalent experience preferred)
Proficient with Microsoft Office programs (Word, Excel, Outlook)
Working knowledge of CRM systems (Salesforce.com preferred)
Highly organized with strong attention to detail
Self-motivated and self-starter with a sense of urgency
Ability to work independently and remain professional in high-stress, high-volume work environment
Ability to multi-task and prioritize while meeting tight deadlines
Solid interpersonal skills with ability and confidence to interact with all departments and clients
Excellent written and verbal communication skills
Ability to deliver quality and accurate work consistently
Customer-focused approach to resolving client and vendor issues
Preferred
Bachelor's degree or equivalent experience
Salesforce.com knowledge
Benefits
401(k)
Medical/dental/vision
HSA/FSA options
Company-paid life insurance
PTO
Tuition reimbursement
Professional development assistance
Company
First National Capital Corporation
First National Capital Corporation is a financial services firm that specializes in equipment and project finance services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Duggan
President & CEO
Bob Hodgson
Chief Financial Officer
Recent News
Equipment Leasing and Finance Association
2025-08-25
Company data provided by crunchbase